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Previously, an issue was occurring with entering a Disposal Ticket to a Work Order, the Transport Method was not available for selection. Now an enhancement has been made to change the order of the fields within the disposal ticket to now be, Fac...
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Previously, when transferring a service, the Rate and Rate Per Unit were being multiplied together instead of being directly copied, which resulted in incorrect rates for the transferred service. This has been resolved. Pathway: Accoun...
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Previously, when adding a new service code in the Service Code setup, the list of Tax Class options would not display when the 'Taxable' field was enabled. This has been resolved. Pathway: Setup > Services > Service Code ...
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Two new status options, 'Internal Collections' and 'External Collections,' have been added to the Account Status drop down menu. To apply either status, the following requirements must be met: In Setup > Accounting , a new 'Collection Group / A...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provider ...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts section of a site. Proposals are created for a vari...
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Last Updated: 10/01/2024
in Accounts Home Account Menu
Pathway: Accounts > Search > Accounts
The Account Request tool allows users to create and manage action requests for specific accounts. Once a request is made, it is sent to the Account Request Management tool, where it can be t...
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Last Updated: 09/30/2024
in Setup Home System Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
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Last Updated: 09/29/2024
in Accounts Home Account Menu
Pathway: Accounts > Account Menu > Cancellation Request The Cancellation Request screen is used to initiate the cancellation process for an account; however, cancellations must be applied directly to the active service, separate from the...
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Last Updated: 09/27/2024
in Setup Home Accounting
Pathway: Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, S...